1. Start with the question your partners need answered
The dashboard page positions ROI Dashboard as a way to see the full journey in one view: rankings, calls, leads and matters. It also describes case-type and city data as inputs for budget decisions. For a Redding firm, that distinction matters. A town population estimate is not a marketing forecast, and Redding should not automatically be treated as a proxy for the whole Western Connecticut Planning Region or Connecticut. Before reviewing any screen, list the decisions the firm actually makes: which practice areas deserve attention, which geographic targets belong in reporting, and what counts as a qualified inquiry or signed matter.
Recommended approach
Bring two or three real management questions to the consultation. Ask Bosseo to show which dashboard fields answer them, which fields require another product or system, and which conclusions would remain unavailable. Treat any city, county-region or state comparison as a defined reporting choice rather than an assumption.
